Hi All,
My req is to export data to excel without hidden fields (guid) but oob I am getting the hidden fields as well.
Can I get any suggestion for it?
Hi All,
My req is to export data to excel without hidden fields (guid) but oob I am getting the hidden fields as well.
Can I get any suggestion for it?
OOB GUID column is hidden but You can create a report or use Kingswaysoft then you can easily export data according to your need.
Please mark as verified if the answer is helpful.
Hi,
Well, one option would be to copy and paste the fields into a new Excel document without including the hidden GUID field. This would require manually selecting and copying the desired cells. Which will be a tedious and time-consuming process.
Alternatively, you can automatically export CRM views data and reports to Excel using Click2Export, a Microsoft AppSource Preferred CRM data exporting automation solution.
The app also enables users to schedule and export reports and CRM Views data at regular intervals. Further, users can send embedded CRM Views data via email, download the exported reports, upload them to SharePoint, attach them as a note, or, auto-send emails with attachments to required recipients.
Users can export CRM data in five different file formats (Excel, Word, PDF, CSV, or TIFF).
There is much more to Click2Export’s features; to try the app first-hand, you can get it from our website or Microsoft AppSource, and feel free to mail us at crm@inogic.com for a personalized demo of the app.
Thanks!
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
André Arnaud de Cal... 291,269 Super User 2024 Season 2
Martin Dráb 230,198 Most Valuable Professional
nmaenpaa 101,156